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Disclosery

Clearstead Advisors, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on GLD, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 43,348 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,348 shares
    Change vs previous 13F +1,152 shares

    0.15% of the 13F portfolio, value $15,968,537.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,196 shares
    Change vs previous 13F -913 shares

    0.17% of the 13F portfolio, value $18,156,517.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,109 shares
    Change vs previous 13F +606 shares

    0.22% of the 13F portfolio, value $17,084,528.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,503 shares
    Change vs previous 13F +9,021 shares

    0.22% of the 13F portfolio, value $15,108,541.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,482 shares
    Change vs previous 13F -7,847 shares

    0.14% of the 13F portfolio, value $10,206,318.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,329 shares
    Change vs previous 13F +738 shares

    0.18% of the 13F portfolio, value $11,908,539.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,591 shares
    Change vs previous 13F +1,128 shares

    0.15% of the 13F portfolio, value $9,828,300.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,463 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $9,591,936.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).